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Navitas Semiconductor (NVTS) is the only pure-play, next-generation power semiconductor company, founded in 2014 and built entirely around gallium nitride (GaN) and silicon carbide (SiC) technologies. Under its transformative "Navitas 2.0" strategy, the company has pivoted sharply away from legacy mobile and consumer charging toward four high-growth, high-power markets: AI data centers, energy and grid infrastructure, performance computing, and industrial electrification.
Navitas targets a $3.5 billion serviceable addressable market by 2030, growing at a 60%-plus CAGR, with GaN and SiC playing equally vital roles in the AI power revolution.
